Open the Door to More Profitable Relationships
Provide year-round, sophisticated tax planning with Lacerte Tax Planner.
Lacerte Tax Planner helps you easily create accurate, customized tax-minimizing strategies that instill trust and confidence. Build stronger relationships with your clients and increase revenue by showing them how to keep more of their money.
Pricing:
Initial License Fee $500
Annual maintenance fee of 25% of the current License price*
What you can do with Lacerte Tax Planner:
- Increase your value to clients by offering custom tax planning services.
- Compare multiple, complex scenarios using actual current and future tax rates.
- Easily generate custom graphs, reports and letters to communicate tax plans.
Easily project your client's future tax liability under multiple scenarios:
Instead of rough estimates, give your clients data based on actual current and future state and federal tax rates built into Tax Planner. Generate four types of tax plans: a year/case analysis, difference analysis, MFJ/MFS comparison, and adjustment analysis.
Getting Started with Lacerte Tax Planner:
Export client data directly from your Lacerte® Tax software Individual/1040 files. There's no need to re-enter it in Lacerte Tax Planner, and you'll be able to work with the most up-to-date data.
